| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 24,154 | $3.47M | $3.57M | $97,537.25 | 2.81% |
| EM Erin Mccann Simplicity Wealth LLC | 10,344 | $1.53M | $1.52M | -$9,525.85 | -0.62% |
| YH Yanjuan Huang Vienna Asset Management LLC | 3,571 | $580,257.61 | $526,758.21 | -$53,499.4 | -9.22% |
Jason DeBerry BancFirst Trust & Investment Management | 2,680 | $266,070.4 | $395,273.2 | $129,202.8 | 48.56% |
Michael Byun SageView Advisory Group LLC | 7,101 | $1.01M | $993,997.98 | -$12,395.73 | -1.23% |
Nichole Raftopoulos Nvest Financial LLC | 3,706 | $585,365.03 | $518,765.88 | -$66,599.15 | -11.38% |
James Peterson Nearwater Capital Markets Ltd. | 95,000 | $14.55M | $14.13M | -$426,550 | -2.93% |
Thomas Mason Mason & Associates Inc. | 8,992 | $1.22M | $1.26M | $39,717.11 | 3.26% |
David T. Morgan High Net Worth Advisory Group LLC | 2,554 | $253,561.12 | $357,508.92 | $103,947.8 | 41% |
Jason Matthews Kfg Wealth Management LLC | 2,656 | $394,719.74 | $371,786.88 | -$22,932.86 | -5.81% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 360 | $52,103.1 | $50,392.8 | -$1,710.3 | -3.28% |
Anthony Chaves Dilation Capital Management LP | 92,025 | $12.33M | $13.46M | $1.13M | 9.14% |
David K. Balsdon Harvest Portfolios Group Inc. | 339,517 | $39.68M | $47.53M | $7.85M | 19.78% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,705 | $367,832.62 | $518,625.9 | $150,793.28 | 41% |
Christopher M. Marks Sterling Investment Counsel LLC | 20,147 | $2.85M | $2.79M | -$57,582.84 | -2.02% |
Mark Fiskio Empirical Asset Management LLC | 3,487 | $346,189.36 | $488,110.26 | $141,920.9 | 41% |
Jim Clark Worth Asset Management LLC | 4,145 | $544,860.25 | $580,217.1 | $35,356.85 | 6.49% |
Daniel Ronan Catalyst Financial Partners LLC | 6,885 | $770,497.29 | $963,762.3 | $193,265.01 | 25.08% |
Amanda Hawley Atria Wealth Solutions Inc. | 29,775 | $3.66M | $4.42M | $758,737.6 | 20.7% |
| LV Leah Vaden Redwood Financial Network Corp. | 3,589 | $315,445.7 | $497,471.29 | $182,025.59 | 57.7% |